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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

Food Delivery Marketplaces

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
751	Kestra Private Wealth Services Austin, Texas	$223M	+$2.37M	14	10.67%	Increased
752	NHAS Novo Holdings A/S Hellerup, Denmark	$223M	+$22.9M	2	10.54%	Increased
753	Destination Wealth Management Walnut Creek, California	$223M	+$4.26M	3	7.88%	Increased
754	ACP Ashfield Capital Partners San Francisco, California	$222M	-$6.24M	6	14.23%	Reduced
755	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$221M	+$12.4M	8	6.91%	Increased
756	Pathstone Family Office Englewood, New Jersey	$221M	+$42.5M	23	5.51%	Increased
757	Bailard Foster City, California	$221M	+$1.89M	11	7.04%	Increased
758	SI SQN Investors Menlo Park, California	$221M	+$36.2M	3	14.32%	Increased
759	SL SOF Ltd George Town, Cayman Islands	$220M	$0	1	100%	Maintained
760	CCM CoreView Capital Management Hong Kong	$220M	+$233M	5	58.87%	New
761	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$220M	-$66.6M	11	64.86%	Reduced
762	Parallel Advisors San Francisco, California	$218M	+$3.71M	72	8.08%	Increased
763	MassMutual Private Wealth & Trust Windsor, Connecticut	$217M	+$2.79M	27	8.07%	Increased
764	Atria Investments Charlotte, North Carolina	$217M	+$1.15M	16	3.87%	Increased
765	Avantax Advisory Services Dallas, Texas	$217M	+$5.8M	15	3.27%	Increased
766	F.L. Putnam Investment Management Lynnfield, Massachusetts	$217M	+$2.56M	5	6.65%	Increased
767	Capital Fund Management (CFM) Paris, France	$214M	-$115M	28	1.54%	Reduced
768	Stephens Investment Management Group Houston, Texas	$214M	+$22M	11	2.76%	Increased
769	PCM Parsons Capital Management Providence, Rhode Island	$212M	-$2.49M	9	15.22%	Reduced
770	CC Crosslink Capital Menlo Park, California	$212M	+$404M	3	33.56%	Increased
771	Brandywine Global Investment Management Philadelphia, Pennsylvania	$212M	+$29.4M	10	1.51%	Increased
772	AIA Group Hong Kong	$212M	+$44.6M	23	10%	Increased
773	SC Serenity Capital Palo Alto, California	$211M	$0	1	98.98%	Maintained
774	GCM Glynn Capital Management Menlo Park, California	$210M	+$55.9M	7	22.37%	Increased
775	WCAU Working Capital Advisors (UK) London, United Kingdom	$210M	+$57.9M	1	100%	Increased